Gen XYZ Financial Services

Gen XYZ Financial Services We help those in Gen X, Y and Z achieve their financial goals. We believe financial planning should b

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
06/08/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/05/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
06/01/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/29/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
05/27/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
05/25/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/22/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/20/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Thinking about a prepaid debit card? Consider the pros and cons.
05/18/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Address

2200A Douglas Boulevard Suite 110
Roseville, CA
95661

Telephone

+19167898400

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